Yearly Archive: 2015

Financial planning for a healthy retirement in Geelong and Horsham

September 14, 2015

Australians currently have the best life expectancy in history. But with increasing life expectancy, we may need to work longer to save more for retirement. The thought of more years at work raises the question about whether we will be healthy enough to go the distance? Whether in Horsham or Geelong, retirement planning is more...

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Entrust a Geelong or Horsham financial planner for quality retirement

August 28, 2015

It is predicted that by 2055 people will be living almost 10 years longer than today. The picture of retirement may have changed, but the most important things haven’’t. Independence Health Financial stability Here are some things to think about with retirement planning, whether in Geelong or Horsham. 1. Know your workplace options Experienced workers...

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Wealth management with Geelong and Horsham financial advisors

June 24, 2015

A plan is like a map. We follow a map to see where we are, to get somewhere, to reach a destination. Food for thought: “A survey of Yale University graduates in 1953 showed that only 3% had written down their financial plans for the future. Twenty years later a follow-up survey of the same...

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What Geelong and Horsham financial planners can do for you

May 18, 2015

Many people put off considering their financial situation until they are considering retirement – however there are many different situations when seeking the advice of a financial advisor in Geelong and Horsham can help. A visit to a Certified Financial Planner® can help you assess your financial position and identify your personal and financial goals....

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Financial planning and wealth management in Geelong and Horsham

April 8, 2015

Guidelines to help your grandkids financially Help contribute to your grandkids financial future. As a grandparent, the well-being and financial security of your grandchildren is an important consideration so it is never too early to start planning. In fact, the earlier you begin, the better off they might be, so if you’re interested in finding...

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